Lead Sources

Lead Sources explain where an enquiry originated. Typical examples include Website, Referral, LinkedIn, Outbound, and Existing Client.

Manage the list

Organization Admins can create, rename, reorder, deactivate, and reactivate Lead Sources. The active list is available for new Leads. Deactivated sources remain attached to historical Leads, so past acquisition context is not lost.

Avoid near-duplicates

WebPro CRM compares canonical names after trimming, collapsing whitespace, and case-folding. Creating an exact equivalent of an inactive source reactivates the existing source instead of creating a second identity.

Best practice

Use sources that describe meaningful acquisition channels. Avoid one-off labels unless the team will report and act on that level of detail consistently.

Choose the original acquisition source

Select the channel that brought the enquiry into the sales process, not the most recent interaction. A Referral Lead remains Referral after an email follow-up. Existing Client is useful when the new opportunity began from a current relationship.

Keep reporting consistent

Agree on a small set of channel definitions. Website, Referral, LinkedIn, Outbound, and Existing Client may be sufficient for one team. Avoid creating Web site, Website form, and Site enquiry unless those distinctions support a real decision.

Before renaming or deactivating a source, review how the label will read on historical Leads and exports. Deactivation stops ordinary new selection but preserves past attribution. Reactivate the existing canonical source instead of creating a near-duplicate.

Organization Admins maintain the list. Lead owners remain responsible for selecting the source that best reflects how the enquiry began.

Review source usage periodically and keep the shared definitions easy for every creator to apply.